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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,670 | $79,955-71.6% | $98,461-77.0% | $75,173-69.8% |
| Participation rate | 32.1% | 70.4%-38.3pp | 75.2%-43.1pp | 67.2%-35.1pp |
| Annual return | 73.75% | 19.75%+54.0pp | 21.17%+52.6pp | 160.72%-87.0pp |
| Employer contribution / active EE | $693 | $2,264-69.4% | $3,049-77.3% | $2,671-74.1% |
| Participant deferral / active EE | $1,033 | $3,752-72.5% | $4,738-78.2% | $4,126-75.0% |
| Admin fee / account holder | $529 | $6,841-92.3% | $8,961-94.1% | $5,651-90.6% |